Tasks and Action Items

Tasking & Action Items

From a board governance perspective, a major raison d'etre for having board meetings, is to provide the executive with actions, tasks and deliverables. 

Thus tasking and outcome tracking is a crucial function of a board portal.

Our BoardCloud task & action system allows for:

• Task assignment (one or more) per agenda items, with one-to-many assignees
• Task listing that is dynamically added to the meeting minutes
• Email notifications to task assignees
• Task dashboard with a filterable view of all tasks, including filtering by various parameters
• Task editing 
• Commenting and closing of tasks by assignees

Read More: Setting up a Task

Task Dashboard

In addition to in-meeting assignment, tasks can be created and assigned from the My Tasks Dashboard. 

Both admins and members have access to the Task Dashboard.

In the case of admins, all tasks will be shown and also the administrators will have the ability to create new tasks. 

A member can only view, edit and interact with the tasks she has been allocated. Members can respond to tasks by:

• typing a comment 
• changing the status of the task (open, completed, cancelled)

when a member changes a task's status to Complted, the task will be closed 

Below is a Task Edit screen 

Task Comments

Comments can be typed into the Task Editor by members assigned to a task or by administrators. Comments are added sequentially to a historical listing.

See image below: